Marc Christopher Roggenkamp, CFA
Senior Vice President, Wealth Management, Institutional Consulting Director, Institutional Consultant
Marc joined Graystone Consulting Group in January 2014. He has over 24 years of experience in the financial services industry. Prior to joining Morgan Stanley, Marc was a Senior Institutional Consultants at UBS Financial Services. He has also previously worked at Lehman Brothers (20022005) and was a Certified Public Accountant with Deloitte & Touche (19962000), specializing in financial service industry clients and ERISA retirement plan audits. He graduated from University of California, Los Angeles with a Bachelors of Arts in Economics and Sociology and holds the Chartered Financial Analyst® designation. He also attended the Marshall Graduate School of Business at the University of Southern California, where he co-managed a multi-million dollar scholarship endowment and graduated with honors.
Marc lives in Cheviot Hills, a small community in the West Los Angeles area, with his wife and daughter. He actively volunteers in his Community, previously serving as President of the Cheviot Hills Home Owners Association and as a board Member for a Westside not-for-profit benefiting Home Owners' interests in West Los Angeles. Marc currently serves on the Corporate Retirement Directors board, which helps direct Morgan Stanley's fiduciary consulting business to defined contribution plans.
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This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the tenth annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers in Palm Beach, FL, from December 2 to 4. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning.
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